Lynas will be shipping significantly less bulk and weight to Kuantan; I would guess the weight would be roughly third to half, but someone knows better.
I can confirm that:
Original Process description MtW/LAMP said: 240ktpa Crusher / Concentrator Capacity @ Mt. Weld produce 50-60ktpa Concentrate at 30-40% REO concentrate to be shipped and these generate 22ktpa separated REO
If they produce mixed rare earth oxides (or maybe carbonates?) at 90+% TREO at KAL REPF, you are completely right, that the weight to be shipped from KAL to LAMP will be reduced from 50/60kpta to roughly 22/26ktpa mixed TREO, TRE-Carbonate or which other salt ever is suitable at best for feeding the SX in LAMP.
... over the thumb factor 2-3 (please let some very picky people add numbers after the decimal point, that shows how important they are).
LYC Price at posting:
$11.10 Sentiment: Buy Disclosure: Held
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